An advisor's digital system to offer multi-generational "More Than Money" wealth planning

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As a financial advisor, we are sure you’re well-aware that 91 percent of all wealth transfers fail by the time the assets reach the grandchildren of the original wealth creators. This is, in large part, due to inadequate legacy planning, and not making the family values and mission just as well-known and relevant to the next generation as the wealth that their family possesses. Wealth transfers…Read More

As a financial advisor, it is important that you know all of the needs of your clients, and that can often include more than estate planning and wealth management advice, especially when it comes to your high-net-worth (HNW) clients. HNW clients have a certain set of values and needs when it comes to their money management, and their needs often focus around legacy planning in order to ensure tha…Read More

All businesses need to attract new clients. With the best will in the world, some attrition is inevitable and even a low turnover means that time has to be spent on hunting down and contacting prospects. There are some ways using more than wealth management software can help with this. The first is by creating happy existing clients - and Aspida360 does this by teaching clients hwo to track the va…Read More

One might think that financial planning is the same regardless of the level of wealth of the client - and that the only thing different is the numbers. The truth is that high net worth clients and families have particular expectations. These expectations make working with them something of a specialty, and a challenging field to move into. Given the amount of money involved, though, working with t…Read More

Family squabbles can be inevitable. When it comes time to pass on an estate, there is a high risk that most of the money will be lost. Just as important, there is always the risk that items of value, items associated with shared experiences, will be lost or passed on to the wrong person. Aspida360's software for professional advisors is designed to reduce the risk and amount of wealth loss when it…Read More

People value their traditions. Families often value their traditions the most - and this can be especially true of high net worth families who want to ensure that not just their wealth but who they are passes down through the generations. Unfortunately, tradition cannot be boiled down to dollars and cents or assigned a monetary value (unless you count the assayed value of great grandfather's war m…Read More

All businesses need to attract new clients. With the best will in the world, some attrition is inevitable and even a low turnover means that time has to be spent on hunting down and contacting prospects. There are some ways using more than wealth management software can help with this. The first is by creating happy existing clients - and Aspida360 does this by teaching clients hwo to track…Read More

One might think that financial planning is the same regardless of the level of wealth of the client - and that the only thing different is the numbers. The truth is that high net worth clients and families have particular expectations. These expectations make working with them something of a specialty, and a challenging field to move into. Given the amount of money involved, though, working with t…Read More